Our story
With $8B+ in M&A execution experience and decades building software and AI at leading Silicon Valley companies, we saw firsthand how outdated financial workflows still are. We built Socratics.ai to bring compliant, institutional-grade AI capabilities to deal teams and enable cutting-edge automation that massively accelerates deal execution, starting with financial modeling.
Our Team
Our Team
Our Team
Our Team
















































Strategic Advisors
Strategic Advisors
Strategic Advisors
Strategic Advisors
Empowered by industry leaders
















































Join Us
Join Us
Join Us
At Socratics.ai, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
At Socratics.ai, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
At Socratics.ai, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.







